Tax Problem Resolution
What is an Enrolled Agent
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As an IRS Enrolled Agent, I have special authority, equal to a CPA or Attorney, from the U.S. Department of the Treasury to represent you and assist in resolving your tax issues.
Enrolled Agents are bound by stringent ethical standards and codes of conduct. I am authorized to practice in any state, unlike tax preparers who are not Enrolled Agents.
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There are few worries more stressful than tax problems. My goal is to help relieve that stress by resolving whatever tax issue you may have. On your part this involves confiding in me. On my part it involves earning your trust and doing all possible to help you resolve the issue.
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Initial consultation - Get an overall picture of the issue
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Build confidence and trust - going both ways
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Initial assessment and strategy - Discuss what is possible
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Gather and review tax records
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From the client
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Transcripts from the IRS if necessary
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Power of Attorney if necessary
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Detailed identification of the issue and the goal
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Communicate with tax authorities
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Solutions may include ...
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Responding to IRS letters
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Tax Penalty Abatement
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Installment Agreements
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Innocent Spouse Relief
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Offer in Compromise
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Audit Representation
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Appeals
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Release of Liens and Levies
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Tax and Financial Planning going forward
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Ongoing Support
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